Wolff Financial Management’s Enterprise Products Partners EPD Stock Holding History

Wolff Financial Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Hold	7,034	–	–	0.05%	97
2026 Q1	$266K	Hold	7,034	–	–	0.06%	94
2025 Q4	$226K	Hold	7,034	–	–	0.05%	98
2025 Q3	$220K	Hold	7,034	–	–	0.05%	98
2025 Q2	$218K	Hold	7,034	–	–	0.06%	93
2025 Q1	$240K	Hold	7,034	–	–	0.07%	87
2024 Q4	$221K	Hold	7,034	–	–	0.06%	90
2024 Q3	$205K	Buy	+7,034	New	+$205K	0.06%	98
2024 Q2	–	Sell	-8,834	Closed	-$258K	–	52
2024 Q1	$258K	Hold	8,834	–	–	0.08%	89
2023 Q4	$233K	Hold	8,834	–	–	0.07%	90
2023 Q3	$242K	Buy	+8,834	New	+$236K	0.08%	85
2023 Q2	–	Sell	-8,834	Closed	-$229K	–	52
2023 Q1	$229K	Hold	8,834	–	–	0.08%	92
2022 Q4	$213K	Hold	8,834	–	–	0.08%	95
2022 Q3	$210K	Hold	8,834	–	–	0.1%	94
2022 Q2	$215K	Hold	8,834	–	–	0.1%	97
2022 Q1	$228K	Buy	+8,834	New	+$214K	0.09%	98
2020 Q1	–	Sell	-7,600	Closed	-$214K	–	80
2019 Q4	$214K	Hold	7,600	–	–	0.14%	82
2019 Q3	$217K	Hold	7,600	–	–	0.16%	77
2019 Q2	$219K	Hold	7,600	–	–	0.17%	77
2019 Q1	$221K	Buy	+7,600	New	+$212K	0.18%	75

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wolff Financial Management's EPD Position: Q2 2026 in Review

Wolff Financial Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,034 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #97.

Wolff Financial Management first reported a position in EPD in Q1 2019 and has held it in 20 quarters since. The position peaked at $266K in Q1 2026. 362 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Wolff Financial Management held 7,034 shares of Enterprise Products Partners worth $259K as of Q2 2026.
Wolff Financial Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #97 holding.
Wolff Financial Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 20 quarters since.
Wolff Financial Management's Enterprise Products Partners position peaked at $266K in Q1 2026.
362 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.